Wealth Management Client Support Specialist

Company: Bank of New Hampshire
Location: Concord
Posted on: May 21, 2023

Job Description:

Bank of New Hampshire is seeking experienced candidates for the position of Wealth Management Client Support Specialist for our Concord, NH office!

Position Overview:

Reporting to the VP - Wealth Management Client Support Manager, you will provide existing clients and prospective clients with proper guidance and direction regarding inquiries of products and services and/or scheduled appointments. Provide administrative support services for assigned Wealth Management department personnel. Assist with the administration of accounts having direct contact with clients, attorneys, accountants and other professionals. Build strong, professional relationships with existing and prospective Clients through providing quality service and becoming a trusted resource for Clients. Provide additional support services as assigned.

Education & Experience:

Our ideal candidate will have strong attention to detail, proficient in Windows and Microsoft Office and the ability to maintain the highest level of confidentiality in all manners. You will also have the ability to arrive at sound business decisions and to be able to problem solve. He/she will be able to work both independently and as part of a team.

Other requirements include two or more years of experience in banking or related position in sales and/or business development and has an Associates or Bachelor's Degree in Accounting, Finance or Business Administration or equivalent working experience.

Benefits include:

Medical, Dental, Vision coverage effective day one of employment

Paid vacation and Paid time off for volunteer work

401(k) with company match

Incentive Compensation Plan based upon performance and plan guidelines

Employee activities and recognition

Health Savings Account

Company Paid Short and Long Term Disability

Voluntary employee paid benefits such as AFLAC

For immediate consideration, please click "Apply" above to submit your fully completed employment application, and resume online.

Salary to commensurate based upon experience. This is an in-office position with no remote work option.

Shift: Full-time- Monday - Friday

Bank of New Hampshire is fully committed to Equal Employment Opportunity (EEO) and to compliance with all Federal, State, and local laws that prohibit employment discrimination. Should you require assistance to apply for employment with Bank of New Hampshire, please contact Human Resources at 1.800.832.0912

EEO/AA M - F - Vets - Disability - Member FDIC

*No agencies at this time please*

Keywords: Bank of New Hampshire, Concord , Wealth Management Client Support Specialist, Accounting, Auditing , Concord, New Hampshire